Bank raise interest rates(BLR) when BNM raised OPR.

BNM raised OPR depend on inflation, monetery liquity, country economic

http://en.wikipedia.org/wiki/Overnight_policy_rate


And most reit like SUNWAY Reits are having fixed rate loan; therefore not much concern on BLR.

Reits dont really tandem with BLR but with MGS 10year yield

[quote=~Curious~,Nov 17 2014, 01:23 PM]
owh ic..then i used the term incorrectly
Bank raise interest rates(BLR) when BNM raised OPR.

BNM raised OPR depend on inflation, monetery liquity, country economic

http://en.wikipedia.org/wiki/Overnight_policy_rate
And most reit like SUNWAY Reits are having fixed rate loan; therefore not much concern on BLR.

Reits dont really tandem with BLR but with MGS 10year yield

[/quote]
how to check whether a REIT has what kind of loan?

[/quote]


read their Annual Report

Pinky boss,

time u to change Qcaptial...have u visit Quill City Mall ?

u know chow kit? How come call ah moi dont know CHOW KIT



This post has been edited by felixmask: Nov 18 2014, 04:06 PM

u pray hard....



This post has been edited by felixmask: Nov 18 2014, 04:12 PM

KLCCP no beer, pork and entertainment 4u.

i dont drink beer.....therefore i dont mind..

do u see pub muschroom at KLCCP like pavillion ? or seeing PORK meat restaurant...

KLCCP is shariah compliance.

i also like to go..NSK eat seafood steamboat...

but no kaki...


IOI City mall open tomorw. You shld go there to spot check potential become next KrissAsset.

I maybe drop by this sunday.

im not rich to eat ablone and but health concious

I dont eat sea ham...Hepatitis B.

Next time we meet enjoy makan stam boat..maybe ask gark. Good to know a accountant.

sorry..why old ppl tell me do not eat SI HAM alot...

http://en.wikipedia.org/wiki/Hepatitis_B


i found the asnwer is SI HAm = Cockless
will caause Hepatitis A
http://www.hpb.gov.sg/HOPPortal/dandc-article/534

This post has been edited by felixmask: Nov 19 2014, 02:49 PM

i share mine opinion...

reits is yield..so u know mine answer...go for higher yield.

UOA still having higher occupancy unless we listen copany are closing shop or retrenchment. then u will start to trim down..as most company will downsize the company.


Didnt meanz have to hold it when u see a better price entering of IGBreits.

Now i dont tink to add more IGBreits..even i cash pile rm15k for this reits.

Mine valuation shld get lower or atleast the yield archeive me 6% and above.

all this growth....juz a number to tell which year is better.

not all the time..I made a mistake dump..mine UT for IGBreits..

so...when current can give higher juz hold on.

If i look the number as u..

i wont dumb what mine current portfolio but instate i use mine new war chest(extra money) to buy those reits to keep.

when i dumb mine digi...i felt sorry..shld put there instate...rather read who growth better. except really suck performance like PetDag.

I buy PetDag without selling of mine other stock juz to buy..but conincident i manage to save rm4k somewhere..then i buy it.

mine BIG mistake..dont learn...juz to dump for other stock..instate use new war chest to buy..

later regret when look back...

except really suck or know is cycle stock..then buy and sell when u feel to do it.

So far mistake is DIGI..and mine UT.

petDag...thank for boon3..gave me early morning report of PetDag report..therefore i catch out. earn rm9.

Which i bettering oil price will give a better revenue to PetDag..mine assumption wrong..but there is APM..where old inventory sold when the stock go down..also give a loss as revenue.

So..i still eyeying Oil & Gas..waiting to stablize.

While banking...waiting crisis.

Only scare no money to buy.

The best you read Annual report will indicate their tenancy which will hv rental reversion.

Yes...like you increase rental for your hse..you get more money.

retail reits yield is lower than office reits.

depend on the risk becoz...the risk office reit tenant may not strong as retail reit tenant.

Depend on what you looking - stable reits business or higher yield reits business.

hi cherrory sifu,

How come US FED havent raised their US T-Bill 10year yield.

I assume QE end they will automatically raised the interest;

Fed who control the print money circulation for USD. since they hv stop printing money.

Too calm sea last 1 month..after their FED last meeting this year.

FED want to celeberate XMAS 1st later only give us surprize.

there also hv strong major tenant and small tenant.

Someting like Petronas vs small office. (few pc or window server)

Big corporate tenant not easy to move entire staff vs small offce can shift the location from 1 place 2 another.

Must understand Big company has also Data documentation storage , network complex due to many system intergration , DATA center and dealing external party like IBM and S/W vendor which cant move in overnite.


FYI to move a Petronas Data Center require minmum 6month of planning & excution for a new place.
Same like Banking. Not moving a few pc but their Mainframe system & SAN(weight more than 1ton); not a easy jobs require man power and crane, folklift lift fragile machine. Lost data and machine is valuable to a company asset.
(The company transaction history; iventory, debtor and creditor are store in the system)


Their System is Million dollar cant easy to buy a new one and restore or backup.




This post has been edited by felixmask: Nov 22 2014, 11:55 AM

Quill also big corporate tenant

...i havent sneak inside their building see what inside their building.


let me know u got Special pass to enter the building.

i know Quill CiBehJay tenant got hitech machine inside their building...mine preference still a Data center not juz a office place.

i do agree office rental reversion really lack.but most important is 100% commmited tenant. U wait the crisis when ppl dump you collect Quill. pray hard Quill Tenant not impacted or swift their operataion from BolehLand

i havent see DHL property or may juz a store room.